Schedule a Trust Planning Consultation With an Attorney
Get started on your trust planning now by scheduling a Planning Consultation With an Attorney
Most estate planning takes 30–45 days to complete once you start. This consultation is the first step—and it’s designed to give you a clear path forward.
You’ll meet directly with an attorney who will review your situation, explain your options, and recommend a specific plan structure. No templates. No generic advice. Just clear guidance based on your assets, family, and goals.
30-minute attorney-led consultation.
Matthew S. Crider
Managing Attorney
Experience
Serving families
throughout California
Process
Fees
Start With a Trust Consultation
A poorly prepared or incomplete trust can create problems down the line: delays, confusion, or even unintended outcomes for your family. That’s why proper structuring matters.
The first step is a 30-minute planning consultation with an attorney.
This is a planning conversation, not a sales meeting.
You may schedule online at booking,
or schedule by phone handled by our intake team.
What We Cover in the Consultation
During your consultation, we will:
Discuss your goals and concernsIdentify the type of planning thatfits your goals
Explain the process and timelineReview fees and next stepsYou will leave with a clear recommendation and a defined path forward.
This process is designed for those who value professional guidance and want their plan completed with care and precision.
Who This is Good Fit For
You are a good fit if you:
Are ready to move forward nowOwn a home or have retirement accountsHave children, a blended family, orsignificant assets
Want clear guidance rather than templatesValue clarity around process and feesfrom the beginning
This is not a good fit if you’re just exploring options or comparing free consultations. We work with clients who are ready to move forward.
We focus on making the process as clear and efficient as possible.
The first meeting is a focused strategy session tailored to your specific situation and goals so that we can give clear guidance for those who are serious about setting up their trust.
If you decide to work with us after the initial consultation, the consultation fee will be credited toward the total cost of your plan.
Secure booking with immediate confirmation.